27 days old

Asset Management, Funds, Internal Client Advisor, Associate

JPMorgan Chase & Co.
Chicago, IL 60602
  • Job Code

Asset Management, Funds, Internal Client Advisor, Associate

Req #: 190001542
Location: Chicago, IL, US
Job Category: Asset Management
Potential Referral Amount: 1500 US Dollar (USD)

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.


J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Asset Management:

Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.


Internal Client Advisor (ICA) Role Description

The primary role of the internal client advisor (ICA) is to work with financial advisors to

  • Share insights around financial markets
  • Help construct investment portfolios
  • Provide specific investment solutions based on client needs
Successful ICA candidates will not only have a strong understanding of financial markets, but also are able to explain complex financial concepts in simple, repeatable terms.

As a member of the J.P. Morgan internal sales team, you will work with closely with a senior territory based sales partner to develop a holistic strategy to cover a territory of financial advisors.  You will service existing clients while also identifying new business opportunities.  As an ICA you will spend the majority of your time on the phone speaking with advisors, cultivating relationships, building partnerships, and sharing ideas that benefit the advisors and their clients.  We provide extensive coaching to help our people achieve their goals and continue their professional development.


  • Education: Bachelor degree required
  • Experience: 2+ year's financial services experience
  • Licenses: Minimum requirement Series 6 / Series 7 and 63
  • Strong sales and relationship building experience

Keyword: consumer%20banking


Posted: 2019-11-13 Expires: 2019-12-13

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Asset Management, Funds, Internal Client Advisor, Associate

JPMorgan Chase & Co.
Chicago, IL 60602

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